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Week Ahead on Wall Street: The Fog of Political War

Week Ahead on Wall Street: The Fog of Political War

The government shutdown continues this week and there’s little sign of a near-term resolution. With betting markets expecting it to drag on for weeks, investors will need to continue navigating through an economic data fog. Two important sources of clarity will help pierce through the cloud, however. First and foremost: Though most government data is…Read more

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Week Ahead on Wall Street: The Fog of Political War

Decoding Markets: A New Golden Rule

Decoding Markets: A New Golden Rule

Oooh Shiny Gold has always been synonymous with luxury. Jewelry, family heirlooms, treasure, you name it. In the distant past, it was even used as currency. Yet for many modern investors, gold occupies an uncertain space. Unlike stocks or bonds, it doesn’t offer cash flows or interest payments, and unlike many major commodities, it has…Read more

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Decoding Markets: A New Golden Rule

Looking At: Thoughts on Earnings Season

Looking At: Thoughts on Earnings Season

Mind Your Margins With most economic data releases on hold due to the government shutdown, company earnings may have even more of an impact on market direction than usual. And as we get ready to kick off the third-quarter earnings season, it’s expected to bring another strong set of results. One of the datasets that…Read more

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Looking At: Thoughts on Earnings Season
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